The steady generic pricing is a tailwind and execution of key launches like gAbraxane for Cipla will determine the path of US sales in 2025.
By ET Bureau | Updated:
IANS
The brokerage said in 2025, Lupin can continue to see gains from complex generic launches and no risk of gRevlimid fall.
Mumbai: HSBC is optimistic on Indian pharmaceuticals stocks in 2025 driven by peak cancer drug gRevlimid sales and differentiated launches in the US. The brokerage said it prefers Cipla, Sun Pharma, and Torrent Pharma among the stocks it covers.
"We believe loss of gRevlimid sales post-Jan 2026e is priced in, and thus we see the potential for negative surprises on earnings as limited for Sun and Cipla," said HSBC's analysts in a client note.
The steady generic pricing is a tailwind and execution of key launches like gAbraxane for Cipla will determine the path of US sales in 2025.
"As CY25 will be the peak year of gRevlimid sales, we expect intensifying efforts in complex generics (e.g., inhalers, peptide injectables), which are critical to supporting US growth after the gRevlimid cliff," said analysts at HSBC.
The brokerage said in 2025, Lupin can continue to see gains from complex generic launches and no risk of gRevlimid fall.
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